Kingswood Wealth Advisors, LLC Reduced Holdings in Q4 2024

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.64K
- 7.62%
$100.22 - $100.73 $165K - $165K
19.9K $2B
ORCL
Oracle Corp

Technology
-587
- 3.01%
$165.41 - $192.43 $97.1K - $113K
18.9K $3.15B
IYF
Ishares Tr

ETFs
-1.8K
- 33.48%
$102.7 - $119.05 $185K - $214K
3.58K $395M
Grayscale Bitcoin Cash T
-21.3K
- 60.26%
N/A
14.1K $73.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.17K
- 6.57%
$45.07 - $47.1 $97.7K - $102K
30.8K $1.39B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-1.57K
- 9.48%
$101.22 - $107.72 $159K - $169K
15K $1.53B
XLF
Financial Sector Spdr

ETFs
-9.03K
- 9.76%
$44.89 - $51.34 $405K - $464K
83.5K $4.03B
FYLG
Global X Fds Financials Covere
-6.03K
- 39.94%
N/A
9.06K $257M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-3.07K
- 42.8%
$54.89 - $64.32 $168K - $197K
4.1K $248M
KLAC
Kla Corp

Technology
-108
- 21.69%
$614.46 - $829.55 $66.4K - $89.6K
390 $246M
GNRC
Generac Holdings Inc.

Industrials
-772
- 29.11%
$154.28 - $195.11 $119K - $151K
1.88K $291M
EQR
Equity Residential

Real Estate
-1.27K
- 9.2%
$69.12 - $77.48 $87.6K - $98.2K
12.5K $898M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-53
- 27.04%
$4100.99 - $5300.34 $217K - $281K
143 $710M
SLV
I Shares Silver Trust

ETFs
-1.67K
- 4.89%
$26.33 - $31.74 $44.1K - $53.1K
32.5K $857M
MAS
Masco Corp

Industrials
-9
- 0.09%
$72.52 - $85.73 $653 - $772
10.1K $729M
EXPD
Expeditors International Of Washington Inc

Industrials
-380
- 11.58%
$110.5 - $128.26 $42K - $48.7K
2.9K $321M
IR
Ingersoll Rand Inc.

Industrials
-337
- 3.29%
$90.46 - $105.35 $30.5K - $35.5K
9.91K $896M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.67K
- 14.96%
$194.8 - $239.43 $326K - $401K
9.52K $2.14B
FNDF
Schwab Fundamental Intl Large

ETFs
-752
- 3.83%
$32.92 - $37.15 $24.8K - $27.9K
18.9K $628M
CGGO
Capital Group Global Growth Eq

ETFs
-2.84K
- 12.89%
$29.21 - $30.67 $83K - $87.1K
19.2K $561M
SRLN
Ssga Active Trust

ETFs
-2.43K
- 14.22%
$41.48 - $42.08 $101K - $102K
14.7K $612M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-895
- 9.77%
$74.5 - $78.37 $66.7K - $70.1K
8.27K $618M
ENB
Enbridge Inc

Energy
-2.99K
- 20.34%
$40.4 - $43.92 $121K - $131K
11.7K $497M
F
Ford Motor CO

Consumer Cyclical
-6.86K
- 15.78%
$9.69 - $11.4 $66.5K - $78.2K
36.6K $363M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-5.67K
- 4.59%
$8.1 - $9.04 $45.9K - $51.2K
118K $975M
IEMG
Ishares Inc

ETFs
-114
- 0.69%
N/A
16.4K $857M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-903
- 9.33%
$107.41 - $115.71 $97K - $104K
8.77K $967M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-909
- 3.82%
$48.12 - $52.79 $43.7K - $48K
22.9K $1.1B
FDV
Federated Hermes ETF Tr U S St
-2.39K
- 17.65%
N/A
11.2K $297M
PAYX
Paychex Inc

Industrials
-778
- 17.44%
$135.86 - $148.73 $106K - $116K
3.68K $517M
DAL
Delta Air Lines, Inc.

Industrials
-2.21K
- 40.07%
$47.46 - $65.77 $105K - $146K
3.31K $200M
A
Agilent Technologies, Inc.

Healthcare
-367
- 17.46%
$125.69 - $146.56 $46.1K - $53.8K
1.74K $233M
USB
Us Bancorp \De\

Financial Services
-2.16K
- 17.58%
$43.98 - $53.66 $95.2K - $116K
10.1K $485M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-354
- 8.9%
$174.22 - $187.62 $61.7K - $66.4K
3.62K $635M
TFC
Truist Financial Corp

Financial Services
-1.95K
- 11.81%
$41.51 - $48.1 $81.1K - $94K
14.6K $633M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.79K
- 18.58%
$26.05 - $29.17 $46.5K - $52.1K
7.82K $205M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-708
- 3.38%
$51.09 - $55.27 $36.2K - $39.1K
20.2K $1.03B
ILMN
Illumina, Inc.

Healthcare
-643
- 12.31%
$128.99 - $155.15 $82.9K - $99.8K
4.58K $612M
FANG
Diamondback Energy, Inc.

Energy
-314
- 18.79%
$153.06 - $199.5 $48.1K - $62.6K
1.36K $222M
INDA
Ishares Msci India Index Fund

ETFs
-626
- 13.52%
$52.64 - $58.16 $33K - $36.4K
4K $211M
FDLO
Fidelity Covington Tr Low Vola

ETFs
-891
- 15.13%
$60.24 - $63.08 $53.7K - $56.2K
5K $303M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-8
- 0.93%
$1124.26 - $1344.96 $8.99K - $10.8K
851 $1.07B
AOR
Ishares Tr Core Growth Allocat

ETFs
-244
- 1.09%
$57.32 - $59.66 $14K - $14.6K
22.1K $1.27B
TOWN
Towne Bank (Va)

Financial Services
-1.94K
- 15.29%
$31.98 - $37.62 $62K - $73K
10.7K $366M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.67K
- 9.92%
$116.4 - $138.52 $194K - $231K
15.2K $1.92B
HBAN
Huntington Bancshares Inc

Financial Services
-5.3K
- 22.66%
$14.18 - $18.2 $75.1K - $96.4K
18.1K $294M
UDR
Udr, Inc.

Real Estate
-161
- 0.89%
$41.3 - $46.33 $6.65K - $7.46K
18K $782M
XLC
Select Sector Spdr Tr Communic

ETFs
-706
- 14.42%
$89.66 - $102.16 $63.3K - $72.1K
4.19K $406M
PH
Parker Hannifin Corp

Industrials
-116
- 1.23%
$621.74 - $709.46 $72.1K - $82.3K
9.28K $5.9B
Activity Summary
Buys All Purchases 520 New Holdings 257 Increased Positions 263 Sells All Sells 270 Reductions 270 Sold out 0 Options Calls 0 Puts 0
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